Creating effective AI templates is one of the best ways to standardise documentation across your practice. These best-practice tips will help you structure templates that produce predictable, high-quality notes, letters and reports with Bookem’s AI scribe.
Simple templates are more reliable. Use only the layout elements that genuinely add value:
Headings
Sections
Signature block
Logo or header (if needed)
Avoid over-formatting - the AI fills content more cleanly when the structure is straightforward.
If you want a document with multiple sections, add an AI block for each one.
For example:
Background
Assessment findings
Clinical impression
Recommendations
This keeps content organised and makes it easy to regenerate only the section you want to edit.
Bookem understands natural language extremely well, so your prompts don’t need to be long or complex.
Good prompts are:
Clear
Brief
Specific to the section
Focused on structure or tone
Example:
“Summarise assessment findings using transcript only. Use bullet points.”
If your template already includes headings, your prompts should focus on content, not formatting.
“Fill this section with concise, clinically accurate information.”
“Create a heading named Assessment.”
The cleaner the separation, the better the output.
Tone influences how the AI writes:
“Use clinical, professional language.”
“Use clear, parent-friendly language.”
“Use neutral, factual tone.”
Adjust tone per block if needed.
If you use the same phrasing every time (e.g., GP letters or progress notes), embed the prompt directly into the template.
If you want flexibility, leave the block empty and select a prompt during document generation.
Use layout only when it adds value:
Letters
Reports
Documents that need a signature block
Progress notes
Quick summaries
SOAP notes
Simple templates tend to generate the cleanest output.
Bookem allows you to insert variables into your templates - a unique feature that automatically pulls information into your final document.
Variables save time and ensure consistency, especially when generating letters or structured reports.
Common variables you can add:
Allergies
Patient ID number
Team member name
Run a test generation after building or editing your template to ensure:
Sections appear as expected
Tone and format match your workflow
The output fills the correct areas
A quick test ensures the final template behaves predictably for your whole practice.